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FIDELIS CAPITAL
FIDELIS CAPITAL PARTNERS, LLC
CRD 322287 · SEC 801-126176
4221 W BOY SCOUT BLVD, SUITE 730, TAMPA, FL, 33607, United States
Phone
813-934-6246
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.28B
Discretionary AUM
$2.24B
Team
22 total employees; 12 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $18.5M |
| High net worth individuals | 175 | $1.88B |
| Investment companies | 1 | $7.8M |
| Pension/profit sharing plans | 1 | $14.6M |
| Corporations/business entities | 12 | $359.1M |
States served
AR, CA, CO, DE, DC, GA, LA, MD, MA, NJ, NY, NC, OH, PA, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD